- Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.
- Leverage existing relationships in the mutual fund space to cross-sell PMS offerings.
- Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals.
- Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals.
- Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively.
- Collaborate with the investment and product teams for tailor solutions that meet client investment objectives.
- Maintain accurate client interaction records and track pipeline progress using CRM tools.
- Drive revenue growth and contribute to the companys overall AUM and profitability targets.
📌 Institutional Business Manager (Chennai)
🏢 Intellectual Capital HR Consulting
📍 Chennai
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